Dedicated. High Performing. Aligned.
For over 48 years, our Client Services team has been responsible for developing strong, long-lasting client partnerships; providing expert, tailored, and objective advice; and helping clients achieve their unique investment goals. We specialize in servicing individuals, family offices, and institutional clients, ranging from not-for-profits, pensions, to endowments. Our expertise and commitment to doing the right thing have resulted in consistently high rates of client satisfaction and retention.